Date Entered SQL at a Company Level

Smart CRM & Sales Hub Tips, Tricks & Best Practices
1

It’s possible to see when a contact became an SQL; however, there isn’t a timestamp for when a company becomes an SQL natively.

Any tips or tricks, workflows and properties, that can provide the date when a company becomes an SQL? How would it go?

2

Hi @Zenitsu22,

You’re correct, out of the box, HubSpot doesn’t provide these. Here’s what you would do:

  1. Create a custom date property on the company object for each lifecycle stage
    1. Date entered lead
    2. Date entered MQL
    3. Date entered SQL
    4. Date entered …
  2. Create a company-based workflow that re-enrolls companies when their lifecycle stage changes (select ‘When filter criteria is met’ > ‘Lifecycle stage is known’ + enable re-enrollment), then branch by lifecycle stage, then in each branch use ‘Edit record’ to set the corresponding ‘Date entered …’ property to the current date
  3. Turn on and do not enroll existing records

This will unfortunately not give you historic data.

If you want historic data, you would first have to export the property history of the company ‘Lifecycle stage’: Export property history

The export contains the dates when a company entered a lifecycle stage - you can re-import these dates into your newly created ‘Date entered …’ properties. That requires some filtering and preparing on the export file but it’s possible.

If you do that, you can then, in each branch of the workflow above, first check if the ‘Date entered …’ value is known and only set it if it isn’t.

If you choose not to import historic data, just keep in mind that in the beginning, the lifecycle stage dates will not reflect the entire picture.

Let me know if you have any follow-up questions.

3

Thanks! Really big help :))